By R. Kenner French and VastSolutionsGroup.com
5
11 ratings
The podcast currently has 240 episodes available.
Kenner and Megan discuss the importance of focusing on client retention and customer experience to achieve a high return on investment (ROI). They highlight that many businesses spend a lot of money on marketing and client acquisition, but neglect the importance of keeping clients longer.
Megan shares her background in education and coaching, emphasizing the need to pay attention to the customer journey and provide a positive onboarding experience. They also discuss the significance of communication and teamwork within a company to ensure a client-centric approach.
Takeaways
• Focusing on client retention and customer experience can lead to a higher ROI than spending money on marketing and client acquisition.
• The biggest profit or money-making problem for businesses is often not client acquisition, but rather keeping clients longer.
• Providing a positive onboarding experience is crucial to set clients up for success and ensure their expectations are met.
• Over-communicating with clients during the onboarding process can help build trust and simplify their journey.
• Creating a client-centric company culture and involving the client services team in meetings can enhance the overall customer experience.
Sound Bites
• Huge ROI, huge, huge ROI.
• Your problem isn't client acquisition. You already have a full pipeline.
• Let's turn our attention to keeping our clients longer.
If you have any questions in general you can reach our office at:
VastSolutionsGroup.com
Phone: 415-212-8189
Email: [email protected]
Monday-Thursday 8:00 AM – 5:00 PM (Pacific)
Thank you for listening!
R. Kenner French interviews Leslie Hassler, a seasoned entrepreneur and consultant, about the intricacies of scaling a business from seven figures to eight figures. They discuss the importance of viewing taxes as a privilege of profit, the necessity of tailored marketing strategies, and the significance of empowering teams for growth.
Leslie shares insights on financial strategies, client engagement, and the transformative impact of effective consulting. The conversation concludes with a call to action for entrepreneurs to take steps towards their business goals and a special offer for listeners to receive a free book.
Takeaways
• Seeing taxes as a privilege of profit is crucial.
• Entrepreneurship involves on-the-job training and resilience.
• Tailored marketing strategies are essential for business growth.
• Growth devours cash; managing cash flow is vital.
• Empowering teams can lead to significant business improvements.
• A business audit is the first step in consulting engagements.
• Success stories illustrate the potential for transformation.
• Taking action, even imperfectly, is better than inaction.
• Small businesses are the backbone of the economy.
• Continuous learning and adaptation are key to success.
Sound Bites
• Taxes are a privilege of profit.
• Entrepreneurship is on-the-job training.
• We help our owners manage their teams effectively.
If you have any questions in general you can reach our office at:
VastSolutionsGroup.com
Phone: 415-212-8189
Email: [email protected]
Monday-Thursday 8:00 AM – 5:00 PM (Pacific)
Thank you for listening!
VastSolutionsGroup.com is undergoing major changes to improve their services for business owners. They are introducing a new system called Einstein, upgrading their studio and phone system, and creating a one-stop shop for entrepreneurs. They aim to help small business owners navigate the competitive marketplace and provide services in tax, finance, and artificial intelligence.
They are also launching the Vast Vault community to offer affordable support and consultation. The changes will enhance customer service, communication, and access to resources.
Takeaways
• Vast Solutions Group is making significant changes to improve their services for business owners.
• The new system, Einstein, and upgraded studio and phone system will enhance customer service and communication.
• They are creating a one-stop shop for entrepreneurs, offering services in tax, finance, and artificial intelligence.
• The Vast Vault community will provide affordable support and consultation for small business owners.
Sound Bites
• We are changing every single element of our business.
• We're going to make it so, and by the way, who are we?
• Everything's not only under one roof, but we're all talking to help that client going forward.
If you have any questions in general you can reach our office at:
VastSolutionsGroup.com
Phone: 415-212-8189
Email: [email protected]
Monday-Thursday 8:00 AM – 5:00 PM (Pacific)
Thank you for listening!
Many small business owners are not taking advantage of the R&D tax credits available to them, which can significantly lower their tax liability. These tax credits are available to businesses in any industry that are engaged in research and development activities. The credits can be used to reduce federal income tax and payroll tax. Additionally, some states offer their own R&D tax credits.
Small business owners who are using AI and technology in their businesses should especially consider taking advantage of these credits. It is important to work with a tax professional who is knowledgeable about R&D tax credits to ensure eligibility and maximize savings.
Takeaways
• Many small business owners are not aware of or taking advantage of R&D tax credits.
• R&D tax credits can significantly lower tax liability for businesses in any industry.
• Small business owners using AI and technology should especially consider taking advantage of R&D tax credits.
• Working with a tax professional who is knowledgeable about R&D tax credits is important to ensure eligibility and maximize savings.
Sound Bites
• My guess is you're a small business owner who was walking over money.
• The government is giving people who are doing technology money by R&D credits and people are not taking advantage of it.
• I love going back and saving entrepreneurs money based on really what they didn't know they could have done years ago.
If you have any questions in general you can reach our office at:
VastSolutionsGroup.com
Phone: 415-212-8189
Email: [email protected]
Monday-Thursday 8:00 AM – 5:00 PM (Pacific)
Thank you for listening!
Jeff Lenning has built a successful business by leveraging his expertise in Excel and teaching others how to use it efficiently. He started by using Excel to streamline his own accounting processes and then wrote articles and books to help others. Now, he has a membership platform where he provides online Excel training.
Kenner and Jeff discuss the transition from trading time for dollars to passive income and the importance of building an email list. Jeff emphasizes the value of teaching people how to use Excel rather than just providing templates, and he offers a free Excel newsletter and course to attract potential members.
Takeaways
• Excel can be a powerful tool for increasing efficiency in business processes.
• Transitioning from trading time for dollars to passive income requires building an email list and nurturing relationships with prospects.
• Teaching people how to use Excel is more valuable than providing templates, as it empowers them to customize and maintain their own workbooks.
• Automation and business process optimization are key components of building a successful online business.
• Building a membership platform allows for recurring revenue and scalability.
• Email marketing is a powerful tool for communicating with prospects and customers.
• Providing value and building trust over time is essential for converting prospects into paying customers.
• Hands-on learning and practical exercises are more effective than passive video instruction.
• Efficient business processes can be achieved by integrating various tools and applications
• Building a community and offering different levels of membership can cater to different customer needs and budgets.
Sound Bites
• This dude, Jeff Lending, has totally figured it out and more than anything, he's figured it out in a way that's completely helped his business.
• I take the skill of using Excel to then help other people use it, not only just like in person, like trading dollars for hours, but now it's this membership kind of a platform, correct?
• We're trying to do the same thing. Actually it's being launched as we speak. So I'm very interested personally. And also I think a lot of our people could be taking advantage of what you're doing in their industry.
If you have any questions in general you can reach our office at:
VastSolutionsGroup.com
Phone: 415-212-8189
Email: [email protected]
Monday-Thursday 8:00 AM – 5:00 PM (Pacific)
Thank you for listening!
Nicole Espinosa, also known as the Short Sale Queen, discusses the concept of short sales and how investors can profit from them. Short sales are an exit strategy for investors who are marketing to leads without equity. It involves purchasing a property from a homeowner who is in pre-foreclosure or foreclosure and owes more than the house is worth. The investor buys the property through the bank, allowing the homeowner to walk away free and clear.
Nicole explains that she works with three avatars: homeowners in need of help, realtors who don't know how to process short sales, and real estate investors who want to expand their opportunities. She offers training and coaching to help agents and investors navigate the short sale process. She emphasizes the importance of providing value and building a strong reputation in the industry.
Takeaways
• Short sales are a valuable exit strategy for investors who are marketing to leads without equity.
• Investors can purchase properties from homeowners in pre-foreclosure or foreclosure who owe more than the house is worth.
• Nicole Espinosa works with homeowners, realtors, and real estate investors to navigate the short sale process.
• Providing value and building a strong reputation are crucial in the real estate industry.
Sound Bites
• The short sale queen.
• Short sales are leads that you're already marketing to, but you're walking away from because it doesn't have equity.
• We charge the lender our fees, so the investor's not paying us, nor is the seller.
If you have any questions in general you can reach our office at:
VastSolutionsGroup.com
Phone: 415-212-8189
Email: [email protected]
Monday-Thursday 8:00 AM – 5:00 PM (Pacific)
Thank you for listening!
Dr. Mary Anderson, a family nurse practitioner and artist manager, shares her journey of combining her passion for music and medicine. She discusses her background growing up, her decision to pursue a career in healthcare, and her eventual return to the music industry.
Dr. Mary emphasizes the importance of following your passion, networking, and staying organized as an entrepreneur. She also touches on the use of technology, such as AI, in the music industry and the value of financial management for entrepreneurs.
Takeaways
• Follow your passion and let it shine in your work.
• Networking and building connections are crucial for success in any industry.
• Technology, such as AI, can be both beneficial and controversial in the music industry.
• Financial management is essential for entrepreneurs to succeed.
• Having a strong team can contribute to your success as an entrepreneur.
Sound Bites
• If you love what you do, you never work a day in your life.
• Networking is important in any business to make connections and trade services.
• Thinking outside the box and doing podcasts from different locations can attract new viewers and listeners.
If you have any questions in general you can reach our office at:
VastSolutionsGroup.com
Phone: 415-212-8189
Email: [email protected]
Monday-Thursday 8:00 AM – 5:00 PM (Pacific)
Thank you for listening!
Kenner French discusses the current state of the AI market, emphasizing the dominance of Microsoft and Google. He explores the implications of their control over AI technology and the potential future landscape, including the role of open source and regulatory measures.
The conversation highlights the importance of understanding who controls AI and the impact on businesses and consumers.
Takeaways
• AI is revolutionary and will change businesses.
• Microsoft and Google are the primary controllers of AI.
• Open source AI lacks safety parameters.
• Regulation will likely favor Microsoft and Google.
•The future of AI control is uncertain.
• Consumers may have limited choices in AI providers.
• Understanding AI control is crucial for entrepreneurs.
• AI technology impacts daily life significantly.
•The marketplace may impose some safety measures.
• The conversation around AI regulation is ongoing.
Sound Bites
• Microsoft controls the AI market and Google.
• Everyone else is a splinter group.
• Google and Microsoft are providing value in AI.
If you have any questions in general you can reach our office at:
VastSolutionsGroup.com
Phone: 415-212-8189
Email: [email protected]
Monday-Thursday 8:00 AM – 5:00 PM (Pacific)
Thank you for listening!
This conversation discusses tax-free investing and ways to make money on a tax-free basis. Kenner explains the importance of tax advantage investing and retirement income that you cannot outlive. He discusses the need for a rate of return that allows you to live for a long time without running out of money and the impact of taxes on retirement income.
The conversation also explores different types of life insurance policies and their benefits, as well as the advantages of annuity investing. He provides strategies for tax-free and tax-deferred income and emphasizes the importance of consulting with professionals to optimize your financial situation.
Takeaways
• Tax advantage investing is important for retirement income that you cannot outlive.
• Consider different types of life insurance policies and their benefits for tax-free investing.
• Annuity investing can provide guaranteed income for retirement.
• Consult with professionals, such as CPAs and financial advisors, to optimize your financial situation.
• Understand the tax strategies and advantages of different investment options.
Sound Bites
• Tax free, tax free, two words that you should love when they're combined to equal tax free.
Sometimes it does make sense because of the tax-free element.
• The government does not tax life insurance death proceeds at all.
If you have any questions in general you can reach our office at:
VastSolutionsGroup.com
Phone: 415-212-8189
Email: [email protected]
Monday-Thursday 8:00 AM – 5:00 PM (Pacific)
Thank you for listening!
Amanda Webster, explains how her company helps entrepreneurs and real estate investors access funding through business credit. They provide education and assistance in building personal and business credit profiles, finding the best lenders, and strategically using credit to fund investments.
Amanda shares success stories of clients who have 10x their businesses and obtained millions in funding. She emphasizes the importance of understanding credit and using it responsibly, as well as the benefits of cashback and rewards programs. Amanda also discusses the process of engagement with Fund and Grow and provides a link for interested individuals to learn more.
Takeaways
• Fund and Grow helps entrepreneurs and real estate investors access funding through business credit.
• Building personal and business credit profiles is crucial for obtaining funding.
• Understanding credit and using it responsibly is key to financial success.
• Cashback and rewards programs can provide additional benefits when using credit.
• Engaging with Fund and Grow involves a dedicated success manager and a step-by-step process to secure funding.
• Fund and Grow has helped clients 10x their businesses and obtain millions in funding.
Sound Bites
• Kids, we got the growlady, Amanda Webster, the growlady, you like that?
• I love you. Holy mackerel. Okay. This is a good start right off the bat
If you have any questions in general you can reach our office at:
VastSolutionsGroup.com
Phone: 415-212-8189
Email: [email protected]
Monday-Thursday 8:00 AM – 5:00 PM (Pacific)
Thank you for listening!
The podcast currently has 240 episodes available.